Overview

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“We now have a system that can log customer calls, book appointments, and a price book that holds the products the system design specification is built from, all in one place. Also we now have a database which holds all our customers, prospects and supplier information, which used to be on two separate databases. With the process builder we were able to design a simple process for inputting the client data, which is then used to produce the end documents from a bank of standard template reports. We originally had around 20 template documents, now we have half a dozen. The benefits, apart from the time saving in producing the customer ‘package’ (would be three hours plus, now some 20 minutes from start to finish for a large complex job) are that we have a central data base of products and a flexible system that can grow and adapt with the company as we go forward.”

Neil Jones, Frontline Automation

CRM

Streamline your CRM systems & increase collaborative working to improve customer satisfaction.

If your business isn’t working collaboratively, then it isn’t fully functioning. And nowhere is that joined-up approach more important than dealing with your clients and customers.

A CRM system should bind together every contact your business makes with a client or customer – from every department and on every subject. Anything less is just a series of operational silos that prevent you from providing a first class service and maximising your opportunities.

Sharing information… pooling knowledge

SymVolli gives you the proven platform you need to bring every piece of information together – and then slice, share and make sense of that data… in readily understood formats. No cross comparing spreadsheets and call logs. Every department is working together for the same aims.

Critically, it gives management the business information required - on demand – to spot trends, detect problems and identify opportunities and challenges coming down the line.

Most customers never tell a supplier why they moved – so any chance to rectify underlying issues is never seized… leading to more losses in the future. With SymVolli running your CRM, customers see a far more proactive provider that not only recognises their needs, but can actually anticipate them.

“We now have a system that can log customer calls, book appointments, and a price book that holds the products the system design specification is built from, all in one place. Also we now have a database which holds all our customers, prospects and supplier information, which used to be on two separate databases. With the process builder we were able to design a simple process for inputting the client data, which is then used to produce the end documents from a bank of standard template reports. We originally had around 20 template documents, now we have half a dozen. The benefits, apart from the time saving in producing the customer ‘package’ (would be three hours plus, now some 20 minutes from start to finish for a large complex job) are that we have a central data base of products and a flexible system that can grow and adapt with the company as we go forward.”

Neil Jones, Frontline Automation

CRM

Streamline your CRM systems & increase collaborative working to improve customer satisfaction.

If your business isn’t working collaboratively, then it isn’t fully functioning. And nowhere is that joined-up approach more important than dealing with your clients and customers.

A CRM system should bind together every contact your business makes with a client or customer – from every department and on every subject. Anything less is just a series of operational silos that prevent you from providing a first class service and maximising your opportunities.

Sharing information… pooling knowledge

SymVolli gives you the proven platform you need to bring every piece of information together – and then slice, share and make sense of that data… in readily understood formats. No cross comparing spreadsheets and call logs. Every department is working together for the same aims.

Critically, it gives management the business information required - on demand – to spot trends, detect problems and identify opportunities and challenges coming down the line.

Most customers never tell a supplier why they moved – so any chance to rectify underlying issues is never seized… leading to more losses in the future. With SymVolli running your CRM, customers see a far more proactive provider that not only recognises their needs, but can actually anticipate them.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

“Enterprises routinely spend 10 percent to 30 percent of their revenue on marketing and sales activities, without being able to demonstrate a positive return on investment from those investments.”

Gartner

“Prior to using the system, our sales planning and forecasting was somewhat subjective with sales people creating a pipeline based upon their personal opinion. Using the system has ensured that all opportunities were qualified and quantified against a specific set of criteria that immediately changed the perception of the sales team. Accountability became the norm and within three months an improvement of 15% in predictability was apparent.”

General Manager, Security Products Manufacturer

Integrated Marketing

Harmonise your sales and marketing functions.

One major role of marketing is to generate sales leads, and the role of sales should be to convert those leads. But within around three quarters of businesses there is a disconnect between the marketing and sales functions – but don’t take our word for it. That stat comes from Aberdeen Research.

A large part of the problem stems from leads not being followed up because they are not seen as valuable or worth following up. And that can be addressed by harmonizing the decisions around who qualifies leads – and just how they are qualified.

Qualifying a lead or opportunity is a set of tests and requirements that - if carried out correctly - gives solid information on where the opportunity lies in the sales process. In theory, sales and marketing both have a large role to play in qualifying leads… but all too often, neither takes on the role with particular vigour.

Qualifying, quantifying, predicting

But with SymVolli in place, the process is so transparent that every lead can be readily tracked as it is followed up, qualified and its prospects quantified. There is a total overview on all leads within the system – critically, providing an accurate and predictable sales pipeline at all times.

Critically, the progress of every lead generated can readily be monitored and definitive assessments made of the ROI of individual marketing campaigns or elements.

In short: you have an audit of where your business is originating from and what sales and marketing efforts are having the most effect.

“Enterprises routinely spend 10 percent to 30 percent of their revenue on marketing and sales activities, without being able to demonstrate a positive return on investment from those investments.”

Gartner

“Prior to using the system, our sales planning and forecasting was somewhat subjective with sales people creating a pipeline based upon their personal opinion. Using the system has ensured that all opportunities were qualified and quantified against a specific set of criteria that immediately changed the perception of the sales team. Accountability became the norm and within three months an improvement of 15% in predictability was apparent.”

General Manager, Security Products Manufacturer

Integrated Marketing

Harmonise your sales and marketing functions.

One major role of marketing is to generate sales leads, and the role of sales should be to convert those leads. But within around three quarters of businesses there is a disconnect between the marketing and sales functions – but don’t take our word for it. That stat comes from Aberdeen Research.

A large part of the problem stems from leads not being followed up because they are not seen as valuable or worth following up. And that can be addressed by harmonizing the decisions around who qualifies leads – and just how they are qualified.

Qualifying a lead or opportunity is a set of tests and requirements that - if carried out correctly - gives solid information on where the opportunity lies in the sales process. In theory, sales and marketing both have a large role to play in qualifying leads… but all too often, neither takes on the role with particular vigour.

Qualifying, quantifying, predicting

But with SymVolli in place, the process is so transparent that every lead can be readily tracked as it is followed up, qualified and its prospects quantified. There is a total overview on all leads within the system – critically, providing an accurate and predictable sales pipeline at all times.

Critically, the progress of every lead generated can readily be monitored and definitive assessments made of the ROI of individual marketing campaigns or elements.

In short: you have an audit of where your business is originating from and what sales and marketing efforts are having the most effect.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Measuring ROI

Automatically measure the ROI on your business activities.

From Lead

Through SymVolli, you cannot only create, implement, and manage your marketing campaigns, but also measure the impact of each campaign – sourcing and tracking every lead all the way through to the final outcome.

For in-house e-campaigns, SymVolli works with a variety of e-marketing campaign solutions, to allow you to create your marketing templates and define the target audience. There is automatic statistical feedback as to who has received the e-shot, how many have opened it, whether they have clicked through to the web site, etc.

To prospect

A lead can be assigned to a sales person for follow up and the sales person will be informed automatically that they have a new lead. Working in one database gives transparency to the whole process: no more excuses why leads were not followed up.

SymVolli allows marketing to track the progress without interfering with the data entered by sales so that conversion rates can be monitored to establish which campaigns have been successful - and why.

SymVolli gives sales the ability to track the cost of each sale’s activities, so that a good understanding is achieved as to how much each sale is costing.

To customer

Now the sale has been won, it is important to ensure what was quoted is what is delivered. SymVolli gives you the ability to track the cost of resources and materials for each project so that you can compare it to the forecasted costs when the quote was created. SymVolli gives you the ability to learn from past experience to ensure that the costing on future projects is as accurate as can be.

SymVolli allows you to easily monitor the time and costs involved when dealing with customer service tickets.

It’s easy to see how much it’s costing in resources, time, and money to maintain a customer.

Overall

Most important of all, you have the historic data at your fingertips, whether it be for sales, marketing, or customer service, so you can make the right decisions for future activities, with the profitability of the business being one of the key factors.

Measuring ROI

Automatically measure the ROI on your business activities.

From Lead

Through SymVolli, you cannot only create, implement, and manage your marketing campaigns, but also measure the impact of each campaign – sourcing and tracking every lead all the way through to the final outcome.

For in-house e-campaigns, SymVolli works with a variety of e-marketing campaign solutions, to allow you to create your marketing templates and define the target audience. There is automatic statistical feedback as to who has received the e-shot, how many have opened it, whether they have clicked through to the web site, etc.

To prospect

A lead can be assigned to a sales person for follow up and the sales person will be informed automatically that they have a new lead. Working in one database gives transparency to the whole process: no more excuses why leads were not followed up.

SymVolli allows marketing to track the progress without interfering with the data entered by sales so that conversion rates can be monitored to establish which campaigns have been successful - and why.

SymVolli gives sales the ability to track the cost of each sale’s activities, so that a good understanding is achieved as to how much each sale is costing.

To customer

Now the sale has been won, it is important to ensure what was quoted is what is delivered. SymVolli gives you the ability to track the cost of resources and materials for each project so that you can compare it to the forecasted costs when the quote was created. SymVolli gives you the ability to learn from past experience to ensure that the costing on future projects is as accurate as can be.

SymVolli allows you to easily monitor the time and costs involved when dealing with customer service tickets.

It’s easy to see how much it’s costing in resources, time, and money to maintain a customer.

Overall

Most important of all, you have the historic data at your fingertips, whether it be for sales, marketing, or customer service, so you can make the right decisions for future activities, with the profitability of the business being one of the key factors.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Sales Forecasting

Manage and monitor your entire sales activities.

Once prospects are logged in, every subsequent contact and update is then recorded – complete with assessments on probable outcomes and prompts to manage that sales pipeline… right through to conversion.

You’re no longer relying on “guesstimates” to drive your business: all the data can be monitored and analysed by management at any time to give accurate sales forecasts.

That raft of key sales metrics generated can also include win/loss reviews and individual and team sales performance, enabling you to finesse your sales strategy and production processes.

The facts at your fingertips

The data generated by SymVolli will:

radically improve your sales forecasting
set individual and team sales targets
help you cross sell and up sell
enable you to introduce more sophisticated pricing
improve your quotation process
constantly refine your sales operation
allow you to adapt other key areas of your business – including production, purchasing of stock, delivery schedules and marketing campaigns.

Convert prospects into sales

SymVolli’s Qualification Profiling sorts the wheat from the chaff, making it easy to identify from where the best leads were generated, how, and at what cost. And you can easily monitor how many opportunities are in the pipeline, at what stage and their chances of success.

The sales manager is liberated from the constant cross-examination of the sales force: with SymVolli, an accurate sales forecast is a by-product of the qualification process.

Targets can be built into the system (for any currency) based on order values, revenue, margins, or units for varying periods such as monthly, quarterly, or annually – and those targets can be regularly scrutinised.

Sales Forecasting

Manage and monitor your entire sales activities.

Once prospects are logged in, every subsequent contact and update is then recorded – complete with assessments on probable outcomes and prompts to manage that sales pipeline… right through to conversion.

You’re no longer relying on “guesstimates” to drive your business: all the data can be monitored and analysed by management at any time to give accurate sales forecasts.

That raft of key sales metrics generated can also include win/loss reviews and individual and team sales performance, enabling you to finesse your sales strategy and production processes.

The facts at your fingertips

The data generated by SymVolli will:

radically improve your sales forecasting
set individual and team sales targets
help you cross sell and up sell
enable you to introduce more sophisticated pricing
improve your quotation process
constantly refine your sales operation
allow you to adapt other key areas of your business – including production, purchasing of stock, delivery schedules and marketing campaigns.

Convert prospects into sales

SymVolli’s Qualification Profiling sorts the wheat from the chaff, making it easy to identify from where the best leads were generated, how, and at what cost. And you can easily monitor how many opportunities are in the pipeline, at what stage and their chances of success.

The sales manager is liberated from the constant cross-examination of the sales force: with SymVolli, an accurate sales forecast is a by-product of the qualification process.

Targets can be built into the system (for any currency) based on order values, revenue, margins, or units for varying periods such as monthly, quarterly, or annually – and those targets can be regularly scrutinised.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Quotation Production

Radically reduce the time spent producing quotations, proposals.

How much time do you and your staff currently put into generating quotations and proposals?

SymVolli could slash that time to just minutes for each project. It will also make the process radically more accurate – ensuring that the business you win is genuinely profitable.

SymVolli’s “PriceBook” allows you to control the unit price, unit cost, and discount level for individual products and services.

Quotes can be shared before sending; and, because they are done online, PriceBook eliminates uploading or other messy, error-prone solutions.

Consistent pricing across the business

Component products and allied services can be associated to main products so that all the products required for a specific configuration are included - minimising the chance of missing components and any “leakage”affecting the profitability of an opportunity.

More efficient quotes

You can copy and amend previous quotations to cut down on the administrative work, and SymVolli’s PriceBook even caters for multiple phases within one opportunity to cater for such situations as a pilot and rollout of a project or a drawdown of products or services over a given period.

Standard sections such as such terms and conditions of business can be incorporated and the quote can be exported to various formats such as PDF, Excel and Microsoft Word - ready to be sent to your prospect.

Quotation Production

Radically reduce the time spent producing quotations, proposals.

How much time do you and your staff currently put into generating quotations and proposals?

SymVolli could slash that time to just minutes for each project. It will also make the process radically more accurate – ensuring that the business you win is genuinely profitable.

SymVolli’s “PriceBook” allows you to control the unit price, unit cost, and discount level for individual products and services.

Quotes can be shared before sending; and, because they are done online, PriceBook eliminates uploading or other messy, error-prone solutions.

Consistent pricing across the business

Component products and allied services can be associated to main products so that all the products required for a specific configuration are included - minimising the chance of missing components and any “leakage”affecting the profitability of an opportunity.

More efficient quotes

You can copy and amend previous quotations to cut down on the administrative work, and SymVolli’s PriceBook even caters for multiple phases within one opportunity to cater for such situations as a pilot and rollout of a project or a drawdown of products or services over a given period.

Standard sections such as such terms and conditions of business can be incorporated and the quote can be exported to various formats such as PDF, Excel and Microsoft Word - ready to be sent to your prospect.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

“Enterprises routinely spend 10 percent to 30 percent of their revenue on marketing and sales activities, without being able to demonstrate a positive return on investment from those investments.”

Gartner

“SymVolli has helped us to be proactive in the delivery of IT support services to our clients as well as being able to produce management reports whenever they are required in an instant - instead of taking on average one and half hours at the end of week. A discipline has also been instilled into our operation, due to the simple fact that everybody is using a standard best practice help desk process that meets our needs.”

Anne Stokes, Managing Director, Streamwire

Customer Support

Synchronise your entire customer support system.

SymVolli’s “Process Builder” allows total customisation of any process to suit your organisation – giving you instant access to all the data for every contact and reporting back with all the information you need – when you need it.

That will help your customer service representatives manage each request and the reporting of problems or incidents from when it is received until it has been closed. SymVolli will show all the key people in the CRM chain where each of the customer requests are in with regard to being resolved and where action is needed… before it becomes an issue.

Building a knowledge base of experience

The longer Process Builder is installed, the more valuable it becomes… because it keeps on learning.

A knowledge base can easily be created and maintained from responses to customer requests and incidents that have been resolved. It can then be harnessed by clients and customer service representatives trying to solve similar situations.

Reporting on issues

A dashboard and reports are used to monitor service request queues and to highlight any exceptions that are happening before they become critical - especially when dealing with Service Level Agreements (SLAs). You can readily view a summary or detailed report of customer issues - covering who reported them, who is dealing with them, how long the file has been open, why it was closed, what was the solution, etc

“Enterprises routinely spend 10 percent to 30 percent of their revenue on marketing and sales activities, without being able to demonstrate a positive return on investment from those investments.”

Gartner

“SymVolli has helped us to be proactive in the delivery of IT support services to our clients as well as being able to produce management reports whenever they are required in an instant - instead of taking on average one and half hours at the end of week. A discipline has also been instilled into our operation, due to the simple fact that everybody is using a standard best practice help desk process that meets our needs.”

Anne Stokes, Managing Director, Streamwire

Customer Support

Synchronise your entire customer support system.

SymVolli’s “Process Builder” allows total customisation of any process to suit your organisation – giving you instant access to all the data for every contact and reporting back with all the information you need – when you need it.

That will help your customer service representatives manage each request and the reporting of problems or incidents from when it is received until it has been closed. SymVolli will show all the key people in the CRM chain where each of the customer requests are in with regard to being resolved and where action is needed… before it becomes an issue.

Building a knowledge base of experience

The longer Process Builder is installed, the more valuable it becomes… because it keeps on learning.

A knowledge base can easily be created and maintained from responses to customer requests and incidents that have been resolved. It can then be harnessed by clients and customer service representatives trying to solve similar situations.

Reporting on issues

A dashboard and reports are used to monitor service request queues and to highlight any exceptions that are happening before they become critical - especially when dealing with Service Level Agreements (SLAs). You can readily view a summary or detailed report of customer issues - covering who reported them, who is dealing with them, how long the file has been open, why it was closed, what was the solution, etc

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Compliance

Ensure your business conforms to all relevant compliance requirements.

The ever-increasing need to comply with industry standards, legislation, regulations and contractural requirements impacts upon every business – adding time and cost that erodes profit margins.

More resources are needed not only to carry out the activities, but also to ensure that they are carried out correctly.

The solution is to incorporate SymVolli – where compliance can be automatically built into every aspect of your business processes.

SymVolli provides you with accurate and relevant data in a timely manner, so that you can control the amount of resources at your disposal, and ensure that they are being utilised in the most efficient and effective manner, whilst you are compliant with all relevant regulatory and legislative procedures.

Examples of compliance include:

Customer Acceptance
Customer Identification
Transactions Monitoring
Risk Management

Compliance is maintained through SymVolli, but is transparent to the discussions and transactions that will take place so that a good customer relationship is maintained.

Know your client… before you do business with them

Regulated businesses can use SymVolli to harness processes such as “Know Your Client” and “Anti-Money Laundering”, to gather relevant information from clients prior to doing business with them.

Organisations can also use SymVolli to manage and maintain their internal functions, such as HR and IT.

Compliance

Ensure your business conforms to all relevant compliance requirements.

The ever-increasing need to comply with industry standards, legislation, regulations and contractural requirements impacts upon every business – adding time and cost that erodes profit margins.

More resources are needed not only to carry out the activities, but also to ensure that they are carried out correctly.

The solution is to incorporate SymVolli – where compliance can be automatically built into every aspect of your business processes.

SymVolli provides you with accurate and relevant data in a timely manner, so that you can control the amount of resources at your disposal, and ensure that they are being utilised in the most efficient and effective manner, whilst you are compliant with all relevant regulatory and legislative procedures.

Examples of compliance include:

Customer Acceptance
Customer Identification
Transactions Monitoring
Risk Management

Compliance is maintained through SymVolli, but is transparent to the discussions and transactions that will take place so that a good customer relationship is maintained.

Know your client… before you do business with them

Regulated businesses can use SymVolli to harness processes such as “Know Your Client” and “Anti-Money Laundering”, to gather relevant information from clients prior to doing business with them.

Organisations can also use SymVolli to manage and maintain their internal functions, such as HR and IT.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Workflow

Structure and standardise your workflow to enhance the efficiency of any aspect of your business.

The process builder within SymVolli will help you to align your sales cycle to the customer’s buying cycle – as well as every other part of your operation, including production, stock building and component ordering.

Each process is a series of steps where, not only are key questions asked to establish where each of the opportunities is within the process, but also to collect data to substantiate the answers that are given by the user.

It is possible to set up simple rules to deal with the monitoring of critical deadlines that are set in SymVolli. For instance, each sales person can receive notice that an order date is fast approaching so that they can follow up and not miss a sales opportunity. The same can happen once a quotation has been sent to the client.

Managing proposals more effectively

A more sophisticated workflow process can be set up with regard to proposal generation where input from different personnel is required. Management will be informed when the proposal is ready for checking and if there are any exceptions that need addressing such as minimum margin being exceeded.

Once again the system will flex to fit your working environment.

Improving your cashflow

The toolkit will allow you not only to involve people in a process but also systems. Routines can be written for specific applications so that when an event occurs it will trigger the application to carry out certain tasks. An example of this could be in cash flow management. If a customer has exceeded the number of days to pay, a process can be established whereby the accounting package is instructed to generate a statement that will be sent to the customer and also passed up to management.

SymVolli will help every part of your business to work smarter… not harder!

Workflow

Structure and standardise your workflow to enhance the efficiency of any aspect of your business.

The process builder within SymVolli will help you to align your sales cycle to the customer’s buying cycle – as well as every other part of your operation, including production, stock building and component ordering.

Each process is a series of steps where not only are key questions asked to establish where each of the opportunities is within the process, but also to collect data to substantiate the answers that are given by the user.

It is possible to set up simple rules to deal with the monitoring of critical deadlines that are set in SymVolli. For instance, each sales person can receive notice that an order date is fast approaching so that they can follow up and not miss a sales opportunity. The same can happen once a quotation has been sent to the client.

Managing proposals more effectively

A more sophisticated workflow process can be set up with regard to proposal generation where input from different personnel is required. Management will be informed when the proposal is ready for checking and if there are any exceptions that need addressing such as minimum margin being exceeded.

Once again the system will flex to fit your working environment.

Improving your cashflow

The toolkit will allow you not only to involve people in a process but also systems. Routines can be written for specific applications so that when an event occurs it will trigger the application to carry out certain tasks. An example of this could be in cash flow management. If a customer has exceeded the number of days to pay, a process can be established whereby the accounting package is instructed to generate a statement that will be sent to the customer and also passed up to management.

SymVolli will help every part of your business to work smarter… not harder!

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Business Intelligence

Consolidate and deliver accurate Business Intelligence – helping to develop new business opportunities and maximize resources.

For many companies, their most valuable asset is the data they hold... on their processes, customers and trading history… it’s what every important business decision should be based on.

But data is only an asset if it can be readily accessed and easily interpreted: comprehensive doesn’t equate to being comprehensible.

With SymVolli, all your Business Intelligence is marshalled into one place and form, cutting across disciplines and departments.

SymVolli has the functionality to allow you to change all that wealth of data into easily understood information so that you can drive your business forward – accessible through an array of reporting tools that will help you no matter what the working environment and market situation.

Reports

Standard reports are included with SymVolli, but can be modified to suit your organisation’s requirements and include qualification, forecast, status, performance, slippage, new opportunities and updated reports.

Harnessing SymVolli, you can create/edit and then upload as many reports as you like to the system - ready for the managing director and laid out in a specific way with the information needed.

Dashboard

A dashboard can be displayed in SymVolli, so that when a user enters SymVolli they can see how Key Performance Indicators (KPIs) are behaving. KPIs can be for the number of new enquiries over a given period, the win ratio, performance against target, market sector analysis of opportunities, etc.

Creating the dashboard is achieved through a simple to use interface, and the interval for updating the dashboard can be set according to your needs. The interval will be shorter as the KPIs reflect mission critical metrics.

Business Intelligence

Consolidate and deliver accurate Business Intelligence – helping to develop new business opportunities and maximize resources.

For many companies, their most valuable asset is the data they hold... on their processes, customers and trading history… it’s what every important business decision should be based on.

But data is only an asset if it can be readily accessed and easily interpreted: comprehensive doesn’t equate to being comprehensible.

With SymVolli, all your Business Intelligence is marshalled into one place and form, cutting across disciplines and departments.

SymVolli has the functionality to allow you to change all that wealth of data into easily understood information so that you can drive your business forward – accessible through an array of reporting tools that will help you no matter what the working environment and market situation.

Reports

Standard reports are included with SymVolli, but can be modified to suit your organisation’s requirements and include qualification, forecast, status, performance, slippage, new opportunities and updated reports.

Harnessing SymVolli, you can create/edit and then upload as many reports as you like to the system - ready for the managing director and laid out in a specific way with the information needed.

Dashboard

A dashboard can be displayed in SymVolli, so that when a user enters SymVolli they can see how Key Performance Indicators (KPIs) are behaving. KPIs can be for the number of new enquiries over a given period, the win ratio, performance against target, market sector analysis of opportunities, etc.

Creating the dashboard is achieved through a simple to use interface, and the interval for updating the dashboard can be set according to your needs. The interval will be shorter as the KPIs reflect mission critical metrics.

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

Downloads

Telephony

Click, make a call and automatically save the recording to a record - turning SymVolli into a communication powerhouse with the aid of Synety's CloudCall Click telephony functionality.

From the SymVolli interface, users have direct access to Synety’s CloudCall Click functionality, which includes features such as:

Making and ending phone calls directly from SymVolli
Automatic attachment of complete call recordings to customer records
Replaying telephone conversations at any time from SymVolli

Administrators through the CloudCall web portal can analyse employees' calling activities using both advanced reporting and the real-time dashboard, which allows you to see those live calls in progress as well as which agents are currently in calls.

The benefits

The benefits are significant, which include:

Improved performance of sales organisations with desk-based sales teams, through monitoring and measuring real time call stats and analytics of teams and individuals
The ability to record phone calls with no additional hardware – providing compliance for companies who require concrete voice recordings
Searching and monitoring voice calls in the same way as company email
Developing a performance culture within your organisation by rating calls and service levels
Increasing the accuracy of billing times with real time timesheets, backed by actual call recordings
Improved performance of accounts department chasing customer debt

Telephony

Click, make a call and automatically save the recording to a record - turning SymVolli into a communication powerhouse with the aid of Synety's CloudCall Click telephony functionality.

From the SymVolli interface, users have direct access to Synety’s CloudCall Click functionality, which includes features such as:

Making and ending phone calls directly from SymVolli
Automatic attachment of complete call recordings to customer records
Replaying telephone conversations at any time from SymVolli

Administrators through the CloudCall web portal can analyse employees' calling activities using both advanced reporting and the real-time dashboard, which allows you to see those live calls in progress as well as which agents are currently in calls.

The benefits

The benefits are significant, which include:

Improved performance of sales organisations with desk-based sales teams, through monitoring and measuring real time call stats and analytics of teams and individuals
The ability to record phone calls with no additional hardware – providing compliance for companies who require concrete voice recordings
Searching and monitoring voice calls in the same way as company email
Developing a performance culture within your organisation by rating calls and service levels
Increasing the accuracy of billing times with real time timesheets, backed by actual call recordings
Improved performance of accounts department chasing customer debt

SymVolli is a simple, low-cost, Cloud based Organisational Management System providing small to medium size companies with the functionality of a traditional CRM and ERP application that radically improves your business efficiency and profitability. Check out our ‘Case Studies’ page and see what our customers say.

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